Added to YB: 2026-07-10
Pitch date: 2026-07-07
REPL [bearish]
Replimune Group, Inc.
-2.35%
current return
Author Info
No bio for this author
Company Info
Replimune Group, Inc., a clinical-stage biotechnology company, focuses on the development and commercialization of oncolytic immunotherapies to treat cancer in the United States and the United Kingdom.
Market Cap
$1.4B
Pitch Price
$11.48
Price Target
1.00 (-91%)
Dividend
N/A
EV/EBITDA
-4.52
P/E
-4.68
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
I'm once again SHORT $REPL
REPL (short): Bearish on 3rd CRL for RP1 melanoma drug. Prior 2 CRLs cited uninterpretable single-arm trial (can't isolate RP1 vs Opdivo, 53% responders lacked non-injected lesions, surgical tumor removal pre-scan). 23 KOL champions self-banned from ODAC via public letter; unconflicted panel of purists (Ribas, Topalian, surgeons, statisticians) will vote NO. Target $1.
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